> ## Documentation Index > Fetch the complete documentation index at: https://docs.atako.ai/llms.txt > Use this file to discover all available pages before exploring further. # Wise > Connect Wise to your Atako agents — 10 read and 2 write actions. Let your agents read your Wise business profiles, multi-currency balances, statements, activity, transfers and recipients, get exchange rates and indicative quotes, and add recipients. Agents can never send, fund or cancel a transfer: no money ever moves through this connection. ## Connection * **Authentication**: API key (API token). * **Required settings**: * **Environment** — api.wise-sandbox.com (sandbox) to test, api.wise.com in production. Log in to your Wise business account → Settings (Your account) → Connect and manage apps → API tokens → Add new token, complete the 2-step verification, then copy the token (shown only once). A Read only token is enough for balances, statements, activity, transfers, rates and recipients; creating quotes and recipients needs a Full access token. To test first, create the token on the sandbox portal [https://wise-sandbox.com](https://wise-sandbox.com) and set Environment to api.wise-sandbox.com (api.wise.com in production). See [Wise's documentation](https://docs.wise.com/guides/developer/auth-and-security/personal-api-token). ## Read actions (10) | Action | Description | | -------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `get_account_requirements` | List the recipient fields Wise requires for a quote's route (types such as iban, sort\_code, aba…, each with its details fields, formats and allowed values) — call it before create\_recipient. | | `get_balance_statement` | Get the JSON statement of one balance between interval\_start and interval\_end (UTC date-times, at most 469 days apart): transactions, running balance, fees. type COMPACT = one line per transaction, FLAT = fees on separate lines. Served by Wise to personal tokens only for accounts based in US, CA, AU, NZ, SG, MY. | | `get_rate` | Get the current Wise mid-market rate of a currency pair (source → target); time = a past timestamp for a historical rate, or from/to + group (day, hour, minute) for a history (from/to/group are not available in the sandbox). | | `get_recipient` | Get one recipient account by id: holder name, currency, type, bank details, active flag. | | `get_transfer` | Get one transfer by id: status, source/target amounts and currencies, rate, recipient account id, reference, dates. | | `list_activities` | List the activity feed of a profile (transfers, card payments, conversions, top-ups…), newest first, size 1-100 (default 10). Filter by status, resource type and since/until; pass the response cursor as next\_cursor for the next page. | | `list_balances` | List the multi-currency balance accounts of a profile: id, currency, amount, reservedAmount. types defaults to STANDARD (add SAVINGS for jars). | | `list_profiles` | List the Wise profiles of the token (personal and business): id, type, name. Every other action needs one of these profile ids. | | `list_recipients` | List recipient accounts of a profile (defaults to the personal profile), filtered by currency / type (comma-separated), active (default true) or owned\_by\_customer; size ≤ 20, pass seekPositionForNext as seek\_position for the next page. | | `list_transfers` | List transfers of a profile (defaults to the personal profile — pass profile\_id for a business one), filtered by status (comma-separated, e.g. outgoing\_payment\_sent,cancelled), currencies and creation date range; paginate with limit/offset. Read only: transfers cannot be created here. | ## Write actions (2) | Action | Description | | ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | `create_quote` | Create an INDICATIVE quote: price a conversion (rate, fees, delivery estimate, paymentOptions) for exactly one of source\_amount or target\_amount. Nothing is sent or debited; the quote simply expires. Its id feeds get\_account\_requirements. Needs a Full access token. | | `create_recipient` | Create a recipient (beneficiary) account — a record only, no money moves. Fields in details depend on currency and type (e.g. GBP sort\_code: legalType, sortCode, accountNumber; EUR iban: legalType, IBAN): use get\_account\_requirements first. Needs a Full access token. | ## Permissions Every action above must be explicitly granted to an agent before it can be used. See [Permissions](/integrations/permissions) for the grant model and [Security](/integrations/security) for how credentials are protected. *** *Last reviewed against the provider API: September 2026.*